Business Banking Specialist

At Gesa,⠀we believe⠀in the⠀power of⠀our⠀people.⠀Coming⠀from all⠀walks of⠀life, our⠀team⠀members’⠀individual⠀stories⠀and unique⠀experiences⠀are our⠀most⠀valuable⠀asset. But⠀it’s how⠀we come⠀together,⠀igniting⠀our⠀collective⠀compassion⠀and⠀commitment⠀to⠀empowering⠀our⠀communities,⠀that makes⠀us⠀succeed.⠀Because we⠀know we go⠀further⠀when we go⠀together.

Here⠀you can⠀join a⠀team who⠀is⠀passionate⠀about⠀serving⠀others,⠀has a⠀desire to⠀do good,⠀and shares⠀a deep⠀love of⠀people.⠀You can⠀engage in⠀meaningful⠀work that⠀impacts⠀your⠀community.⠀You can⠀challenge⠀yourself⠀and grow⠀in your⠀career.⠀And, you⠀can rest⠀assured⠀that your⠀wellbeing⠀and⠀prosperity⠀are our⠀priority.

Role⠀Summary:

The⠀Business⠀Banking⠀Specialist⠀II is an⠀expert in⠀the⠀Commercial⠀Banking⠀Contact⠀Center⠀that⠀provides⠀exceptional⠀service as⠀they⠀establish⠀new⠀business⠀banking⠀relationships,⠀open⠀business⠀accounts.⠀Take,⠀process⠀and⠀business⠀loans⠀under⠀$75,000⠀and serve⠀as a⠀Notary⠀Public.⠀The BBSII⠀is also⠀proficient⠀with⠀layered⠀business⠀entities,⠀and other⠀sophisticated⠀account⠀maintenance.⠀They will⠀use their⠀experience⠀and⠀in-depth⠀knowledge⠀to service⠀as a⠀mentor and⠀train new⠀Business⠀Banking⠀Specialists.⠀They will⠀be⠀excellent⠀at⠀deepening⠀member⠀relationships⠀by⠀referring,⠀follow up,⠀and they⠀will cross⠀sell⠀Treasury⠀Management⠀products,⠀online⠀banking,⠀credit⠀cards,⠀loans, and⠀accounts.⠀Control⠀risk and⠀perform⠀duties in⠀a safe⠀manner.

What You Will Be Doing:

• Provide⠀Exceptional⠀Member⠀Service by⠀tackling⠀problems,⠀take⠀ownership⠀of member⠀concerns,⠀provide⠀prompt⠀resolutions,⠀and close⠀the loop⠀on each⠀transaction.
• Have⠀a deep⠀understanding⠀of⠀financial⠀literacy⠀and be⠀able to⠀discuss it⠀with⠀members.
• Maintain⠀an⠀up-to-date⠀and⠀comprehensive⠀knowledge⠀of all⠀credit⠀union⠀products,⠀services,⠀policies,⠀and⠀procedures,⠀as well as⠀industry⠀regulations.
• Primarily⠀responsible⠀for the⠀preparation⠀of⠀financial⠀analysis⠀and⠀perform⠀secondary⠀specialized⠀analysis⠀of credit⠀cards and⠀loans,⠀along with⠀establishing⠀new⠀memberships,⠀opening⠀accounts,⠀and⠀treasury⠀management⠀service⠀onboarding.⠀Understand⠀state laws⠀regarding⠀membership⠀eligibility⠀and⠀business⠀banking⠀relationships.⠀Liaison to⠀Commercial⠀Lenders⠀and SBA⠀Management.
• Provide⠀service to⠀highly⠀valued⠀commercial,⠀small⠀business,⠀municipal⠀members⠀and assist⠀with⠀business⠀banking⠀needs such⠀as⠀transfers,⠀online⠀banking,⠀initiating⠀domestic⠀and⠀international⠀wire⠀transfers,⠀and⠀deposit⠀account⠀maintenance.
• Provide⠀Notary⠀Public⠀services⠀in⠀accordance⠀with state⠀regulations⠀and credit⠀union⠀policies.
• Must⠀become⠀BSACS⠀Level I⠀certification⠀required⠀within⠀four⠀months,⠀Level II⠀within⠀first⠀year.
• Provide⠀backup for⠀call⠀center and⠀help desk⠀functions.
• Cross-sell⠀consumer⠀products⠀and⠀services,⠀mortgage⠀loans, and⠀Gesa⠀Financial⠀Solutions.
• Promote⠀treasury⠀management⠀services⠀and other⠀digital⠀banking⠀initiatives.
• Identify⠀issues and⠀provide⠀members⠀with⠀valued⠀added⠀solutions.
• Maintain⠀confidentiality⠀and⠀security⠀of member⠀information⠀according⠀to⠀regulatory⠀and⠀organization⠀guidelines⠀and⠀policies.
• Perform⠀all⠀responsibilities⠀in⠀accordance⠀with⠀company⠀policies⠀and⠀regulatory⠀requirements.⠀Control⠀risk and⠀perform⠀duties in⠀a safe and⠀sound⠀manner.
• Complete⠀assigned⠀training⠀programs⠀in a⠀timely and⠀accurate⠀manner.⠀Attend⠀credit⠀union⠀training⠀sessions,⠀conferences,⠀or⠀seminars⠀if⠀approved⠀by the⠀Team⠀Leader.
• Demonstrate⠀and⠀support⠀credit⠀union⠀values and⠀service⠀standards.
• Provides⠀member⠀service⠀according⠀to the⠀exceptional⠀service⠀and⠀experience⠀standards⠀outlined⠀by⠀management.
• Other⠀duties and⠀projects⠀as⠀assigned⠀to assist⠀the⠀commercial⠀department⠀and its⠀commercial⠀banking⠀members.

About You:

• Excellent⠀written⠀and verbal⠀communication⠀skills.
• Ability⠀to use and⠀display⠀critical⠀thinking⠀skills.
• Ability⠀to make⠀quality⠀decisions⠀in a⠀timely⠀manner.
• Strong⠀attention⠀to⠀detail.
• Strong⠀organizational,⠀problem-solving,⠀and⠀analytical⠀skills.
• Consistently⠀display⠀interpersonal⠀skills to⠀relate⠀effectively⠀and⠀professionally⠀to⠀members,⠀the⠀public,⠀colleagues,⠀and all⠀levels of⠀management.
• Provide⠀informed,⠀professional,⠀and⠀accurate⠀service⠀and⠀support to⠀all⠀members,⠀departments,⠀and⠀colleagues,⠀displaying⠀respect⠀for all⠀areas of⠀diversity⠀and levels⠀of⠀knowledge.
• Ability⠀to manage⠀constantly⠀changing⠀priorities⠀with⠀versatility,⠀flexibility,⠀and⠀enthusiasm.
• Ability⠀to⠀multi-task⠀on⠀numerous⠀projects⠀simultaneously.
• Work⠀as a⠀resource⠀on various⠀organizational⠀projects⠀as⠀needed.
• Understand⠀and⠀perform⠀Bank⠀Secrecy⠀Act (BSA)⠀functions⠀as⠀applicable⠀to job⠀responsibilities.

What You Will Need:

• College⠀Degree⠀preferred.
• Minimum⠀of three⠀years⠀working⠀with⠀Commercial⠀Accounts.
• Ability⠀to work⠀with⠀varying⠀levels of⠀technology.
• Possess⠀high level⠀of⠀personal⠀integrity⠀and⠀ethics.
• Ability⠀to⠀participate⠀in and⠀support a⠀team⠀environment.
• Support⠀community⠀events and⠀business⠀partnerships.
• Proficient⠀with⠀standard⠀office⠀equipment,⠀MS Office,⠀computer⠀and⠀reporting⠀applications,⠀software,⠀and credit⠀union⠀programs.
• Ability⠀to report⠀for work⠀on time⠀and⠀maintain a⠀schedule⠀of regular⠀attendance.
• Project⠀a⠀professional⠀image⠀always.
• Some⠀travel may⠀be⠀required⠀to fulfill⠀duties,⠀career⠀development⠀and/or⠀responsibilities.

Salary Range:

$26.54-$39.81